Company Holdings | All | AEP | XEL |
Direct | Indirect Ownership | Total | |
Shares | 191,453 | 0 | 191,453 |
Value | $16,042,736.28 | $0.00 | $16,042,736.28 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
---|---|---|---|---|---|---|---|---|
AEP | 09/12/2025 | DDS | 5,000 | Direct | COM | $108.65 | $543,250.00 | 40,898 |
AEP | 08/15/2025 | DDS | 5,000 | Direct | COM | $111.99 | $559,950.00 | 45,898 |
XEL | 12/13/2021 | DDS | 50,000 | Direct | COM | $67.57 | $3,378,370.00 | 150,555 |
XEL | 05/14/2021 | DDS | 121,101 | Direct | COM | $71.71 | $8,684,152.71 | 306,997 |
XEL | 08/13/2020 | DDS | 99,798 | Direct | COM | $71.31 | $7,116,345.89 | 361,733 |
XEL | 06/02/2020 | DDS | 104,796 | Direct | COM | $65.84 | $6,899,642.88 | 461,531 |
XEL | 02/24/2020 | DDS | 94,629 | Direct | COM | $70.57 | $6,678,091.55 | 566,327 |
XEL | 06/07/2019 | DDS | 50,000 | Direct | COM | $59.81 | $2,990,385.00 | 608,862 |
XEL | 03/06/2019 | DDS | 75,000 | Direct | COM | $55.13 | $4,134,600.00 | 658,862 |
XEL | 04/30/2018 | DDS | 80,000 | Direct | COM | $47.01 | $3,761,000.00 | 661,557 |
XEL | 11/11/2011 | DDS | 29,200 | Direct | COM | $26.26 | $766,678.12 | 119,194 |
XEL | 12/02/2009 | DDS | 11,625 | Direct | COM | $20.43 | $237,472.01 | 104,258 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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